Five Estate Planning Mistakes to Avoid
Five of the most common mistakes are easy to avoid with the right information and support, as well as a little creativity.
Business Owners Should Start End-Game Planning Now
Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully.
Life Insurance Is a Good Estate Planning Tool but Needs to Be Done Carefully
Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
What Should I Know About Joint Tenancy?
Joint tenancy is an arrangement that allows beneficiaries to access your account, without having to go to court.
Estate Planning for Family Harmony This Holiday Season
As Thanksgiving approaches, it’s meaningful to reflect on the origin of the holiday–Native Americans and pilgrims sharing their bounty of food with each other. As you gather with your loved ones this year, perhaps you can think of ways to share not only your dinner, but also your financial bounty.
What Does an Executor Actually Do?
One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.
Blended Families Need More Thoughtful Estate Plans
When the first spouse dies, the surviving spouse may not remain as close with his or her stepchildren. Small irritations which were overlooked during the lifetime of the spouse who died, may become outright disputes.
A Good Estate Plan Equals Peace of Mind
More than likely, most people may not want to envision a time spent in court, arguing with siblings and other family members, or fighting with financial institutions and health providers to uphold end-of-life wishes and the management of personal assets.
Do I Need a Beneficiary for my Checking Account?
Checking accounts don't necessarily require account holders to name a beneficiary.
Do Name Changes Need to Be Made in Estate Planning Documents?
The fact is people’s names often change. People get married and divorced or sometimes just legally change their names.